My Financial Advisor -Blueleaf
by Blueleaf Wealth
Helping you get the most out of your relationship with your financial advisor
| App Name | My Financial Advisor -Blueleaf |
|---|---|
| Developer | Blueleaf Wealth |
| Category | Finance |
| Download Size | 29 MB |
| Latest Version | 1.6.3 |
| Average Rating | 3.69 |
| Rating Count | 13 |
| Google Play | Download |
| AppBrain | Download My Financial Advisor -Blueleaf Android app |
Welcome to My Financial Advisor! We’ve created this app to answer the questions like - How much money do I have? Is it more or less than last time? Why did it change? These are the top questions people, like you, typically ask, and your advisor has made it easy to get answers anytime, anywhere. With My Financial Advisor, you can:
- Check the balances of individual accounts or your entire portfolio.
- Understand how market conditions have impacted your performance
- Review your current investment holdings.
- Get in touch with your advisor through multiple channels.
Because your advisor cares, they’ve made it easier and more convenient to see your complete financial picture straight from your pocket.
If you’re interested in the My Financial Advisor app, contact your advisor for an invitation. If you’ve been invited by your advisor, download the app and get started today.
Powered by Blueleaf
- Check the balances of individual accounts or your entire portfolio.
- Understand how market conditions have impacted your performance
- Review your current investment holdings.
- Get in touch with your advisor through multiple channels.
Because your advisor cares, they’ve made it easier and more convenient to see your complete financial picture straight from your pocket.
If you’re interested in the My Financial Advisor app, contact your advisor for an invitation. If you’ve been invited by your advisor, download the app and get started today.
Powered by Blueleaf
